Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Part VI, Line 12a | No conflict of interest policy exists for the trust. Keybank N.A. has a corporate conflict of interest policy. |
| Part VI, Line 14 | The trust has no written document retention or destruction policy. Keybank N.A. has a corporate document retention and destruction policy. |
| Part VI, Line 15a | Keybank is sole Trustee, is compensated as such, and makes all decisio ns with respect to the operation and administration of the trust accou nt |
| Part VI, Line 15b | Keybank is sole Trustee, is compensated as such, and makes all decisio ns with respect to the operation and administration of the trust accou nt |
| EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a | Keybank is sole Trustee |
| EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a | Keybank's administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented. |
| EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b | Keybank's administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented. |
| FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW | ALL RETURNS ARE PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR INTERNAL PROFESSIONAL TAX DEPARTMENT. |
| FORM 990, PAGE 6, PART VI, LINE 18 | Documents are available upon request by mail or by phone and delivered within 2 weeks of the request. |
| FORM 990, PAGE 6, PART VI, LINE 19 | Documents are available upon request by mail or by phone and delivered within 2 weeks of the request. |
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